How to export data from CloudSec

  Instructions:

Export CloudSec files 

You can now export all your CloudSec entities, share class information, all your roleplayers and all share transactions data from CloudSec. You can easily download all these files to your computer by using the Export Data functionality. 

Before you start, ensure you have the Admin role or the equivalent privileges. To learn more, see Built-in roles. 

To Export Data: 

1. From the CloudSec black ribbon, select Export Data drop down menu. 

2. Select the appropriate export from the entity drop-down to download. 

3. If you need to also Close the CaseWare account, navigate to this link for guidance: 
   
   https://docs.caseware.com/2020/webapps/31/en/Setup/Licenses/Close-a-CaseWare-Cloud-account.htm?region=ca

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